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    Gallium prices hike and tight helium supply raises stake for semiconductor industry
    11h 4min ago
    US govt confirms LG Energy Solution's US$4 billion battery deal with Tesla
    11h 4min ago
    OpenClaw drives edge AI chip and mini PC supply chain expansion
    11h 4min ago
    Nvidia's entry into AI agent race validates Chinese tech giants 'lobster farming' ecosystem
    11h 4min ago
    Legacy European and American Tier 1 suppliers reshape profit models through slimming and cross-sector expansion
    11h 4min ago
    Analysis: GTC 2026 highlights widening AI compute gap between China and US
    11h 4min ago
    NEWS TAGGED ANALYSIS
    Wednesday 18 March 2026
    Analysis: How Nvidia is leveraging DeepSeek R1 surge to cement hardware–model domination
    On March 11 (US time), Nvidia announced a US$26 billion five-year investment in open-source large language models and introduced Nemotron 3 Super, its most powerful hybrid mixture-of-experts...
    Monday 16 March 2026
    Analysis: Alibaba Qwen talent exit highlights ByteDance's push in multimodal AI
    A core researcher behind Alibaba's Qwen large language model has left the company and is reportedly joining ByteDance's AI research unit Seed, Chinese media reported. The move underscores...
    Monday 16 March 2026
    Analysis: OpenClaw sparks China's AI agent wave, economists see new compute boom
    AI agent technology is gaining momentum in China's tech sector, driven by the open-source platform OpenClaw and a trend known locally as "raising lobsters". The phenomenon is drawing...
    Friday 13 March 2026
    Apple's Mac Neo gambit: when volume alone can't hold the TSMC crown
    The semiconductor landscape is undergoing a fundamental shift, moving from a mobile-first volume game to an AI-driven value competition.
    Thursday 5 March 2026
    Analysis: AI PCB rivalry across four economies puts Taiwan under pressure
    Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...
    Monday 2 March 2026
    Analysis: Europe's stalled gigafactory push threatens battery autonomy
    With Northvolt, Cellforce, and ACC all defunct, Europe's battery ambitions have collided with a brutal market reality: Chinese manufacturers now own nearly 70% of global lithium battery...
    Thursday 26 February 2026
    Analysis: As Stargate stalls, Musk races ahead in AI infrastructure
    The Trump administration has staked much of its AI credibility on Stargate — a US$500 billion infrastructure push announced alongside Sam Altman and Masayoshi Son. The project...
    Wednesday 25 February 2026
    Analysis: OpenAI's spending cut is not what it seems; AI infrastructure partners remain on track
    A recent OpenAI disclosure has reignited debate about the company's AI infrastructure ambitions — but the alarm is largely misplaced. According to CNBC, OpenAI told...
    Wednesday 18 February 2026
    Analysis: 2nm shifts chipmaking from scaling to chiplet integration

    The semiconductor industry is shifting at 2nm from transistor scaling to chiplet-based architectures and advanced packaging. Performance...

    Wednesday 18 February 2026
    Analysis: Singapore's neutrality lures Chinese tech fleeing Western crackdowns
    As global geopolitics continue to shift, Singapore is emerging from its image as a garden city to become a safe harbor for Chinese companies expanding overseas. With competition between...
    Monday 16 February 2026
    Analysis: Taiwan's Formosat-8 signals a shift beyond silicon to space power
    In the final days before the Lunar New Year, a series of high-resolution satellite images began circulating on Taiwanese social media. They showed Barcelona Airport, Tokyo's National...
    Friday 13 February 2026
    Analysis: China's AI models and chips align on day one

    China's leading large model developers are accelerating flagship releases, while domestic AI chipmakers are responding almost simultaneously,...

    Thursday 12 February 2026
    Analysis: Singapore rises as SEA hub as Taiwan, China firms shift strategy
    As global supply chains shift from globalization toward regionalization and the "China plus one" strategy persists, Singapore's role in Southeast Asia has undergone a fundamental transformation...
    Wednesday 11 February 2026
    Analysis: Arm pivots to data centers as smartphones slump
    Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus...
    Wednesday 11 February 2026
    Why SMIC’s full fabs don’t guarantee fatter profits
    China's largest contract chipmaker Semiconductor Manufacturing International Corporation (SMIC) reported a resilient fourth quarter and record full-year results for 2025, supported...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook